Recession Will Make the Inflation Problem Worse – Ep 779
* Supply will decrease faster than demand. * Fed will fight recession with more inflation. * Democrats bribing voters with gas tax holiday. * American investors watching their wealth evaporate. ...
19 Feb 202256min
The Fed Is Running Out of Minutes – Ep 778
* Economic data blows away expectations. * Wages are a price and prices are going up because of inflation. * Keynesians can’t even follow their own playbook. * Real demand is determined by suppl...
17 Feb 202245min
It’s Mission Impossible for the Fed – Ep 777
* Value stocks becoming the new momentum stocks. * Previous momentum stocks pick up momentum in the wrong direction. * Bitcoin’s reaction to Russia Ukraine tensions prove it’s the opposite of a sa...
12 Feb 20221h 2min
Markets Miss Important Fed Admission – Ep 776
* Momentum stocks rally. * Gold inches higher under everyone’s radar. * Investors distracted by Bitcoin’s bear market rally. * Atlanta Fed President Bostic admits policy will be less loose, not ...
10 Feb 202255min
The Fed Will Lose an Inflation Fight – Ep 775
* Surprise earnings send Nasdaq on a roller coaster. * Companies are paying the price for not raising their prices. * Bitcoin trading above $40k, perhaps for the last time. * $10/gallon gasoline...
5 Feb 20221h 11min
Sell the Rip, Don’t Buy the Dip – Ep 774
* The stock market is rotating, not crashing. * Weak economic data will make it harder for the Fed to tighten. * Fed may begin blaming rising oil prices on economic slowdown. * Market will assig...
3 Feb 202243min
The Bigger the Bubble, the Smaller the Pin – Ep 773
* January could end up being the worst month ever in the stock market. * Worst is yet to come for Robinhood. * Fed’s hawkish talk pushing the dollar higher and gold lower. * Value investments co...
29 Jan 202252min
No Pivot: Powell Put Expires – Ep 772
* Jerome Powell surprises no one in FOMC meeting. * Tesla is not Microsoft. * Hedge fund sharks will smell blood on Cathie Wood. * Bullish gold news ignored by traders. * Powell confuses econo...
27 Jan 202246min
